Case Study: Lubrication Technologies Solution: Salesforce Sales Cloud Lubrication Technologies, Inc. (Lube-Tech) is an innovative lubricants company offering a broad product portfolio of lubricants, energy solutions, and services. A successful multi-focused organization constantly improving lubrication and energy solutions for their customer, and industry. Need: The inside and outside sales teams needed effective information sharing. Teams […]

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Case Study: Multinational Conglomerate Corporation Solution: Service Cloud Need: Leadership needed more forecasting capability, improved sales tracking, and sales management tools. The Global Application Management System used for sales forecasting and expected sales delivery was becoming cost prohibitive. The system required significant overhead to support the reporting needs of the division. Evolving business practices stymied […]

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Case Study: Global water, hygiene and energy technologies Solution: Salesforce Sales Cloud A premiere supplier of water, hygiene and energy technologies and services across the globe. Need: Despite a strong global presence in the marketplace this company lacked a global view of sales potential. Corporate account management teams and outside field sales and service teams […]

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Case Study: Public Research University Solution: Salesforce App Cloud A public institution operating with the mission to change lives through research, education, and outreach. Need: This “Public Research University” has an extensive history with Salesforce, with multiple orgs providing functionality for various groups. To support the natural cycles of change at the institution, it needed […]

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Considerations When Architecting A Solution Salesforce Solutions When architecting a solution one needs to be sensitive to develop something manageable and sustainable while leveraging the appropriate technology for the task. Salesforce continues to push the envelope at a fast pace delivering platform enhancements to leverage for solutions.  Therein lies a challenge, how does one keep up […]

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What is Pardot? Salesforce / Pardot If you have worked with Salesforce or are familiar with marketing automation software, it is likely you have run across one of the hottest tools on the market … Pardot. Pardot is Salesforce.com’s marketing automation suite that helps companies engage with prospects and leads in a simpler and smarter […]

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Advanced Flow Tips and Tricks Salesforce Tips & Tricks By now, all administrators and developers should be familiar with Salesforce’s Flow capability. In brief, it’s a visual way of outlining and implementing a business process or set of tasks.  Flows are a great way for both administrators and developers to customize Salesforce to suit their […]

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Keys to Customer Buy-In Salesforce / CRM Implementations The father of a very good friend of mine passed away recently. While I didn’t know her dad very well, I knew he had a great relationship with his three daughters, his sons-in-law, and his grandchildren.  As I looked through the collage of pictures traditionally displayed at a […]

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